Working with Forms & Phases

Apr 25, 2017 | JobTracker Tips

Job Phases are a powerful tool for organizing large jobs that have multiple dates for Activities like Fabrication or Installation. Job Phases enable accurate scheduling, material allocation, and reporting for large jobs. But if you don’t understand how Phases and Forms work together, you can make costly mistakes.

In this video on Part 2 of JobTracker Forms Training, you will learn to:

  • Customize and format forms for communicating clearly on screen and in print
  • Import a Job Form
  • Separate a Job into Phases
  • Ensure that Job Forms are assigned to correct Phases

And here’s a PDF of the presentation!

Save

Save

Want to receive monthly email newsletters containing articles like this one?[mc4wp_form id=”8081″]

Save

Join Our Mailing List

Get product updates and the best thinking to get your shop to the next level.